south korea

Mark Gordon

Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More

Mary Manning

Korea is the epicentre of escalating geopolitical tensions between the US, China and North Korea yet the KOSPI Index is near all-time highs. EAI analyst Eric Fong recently visited Seoul and the Demilitarized Zone (DMZ). The cosmetics and travel sectors remain poor risk/reward while the technology sector continues to offer... Show More

Marcus Tuck

Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More

Jacob Mitchell

South Korea is increasingly viewed as the “Bermuda Triangle” of financial markets. Value investors have in recent times been swallowed up by a market that has retreated to levels not seen since the Global Financial Crisis. The lure of low starting valuations have been overwhelmed by the usual chorus of... Show More